PGTYX vs. XLK

In the year-to-date period, PGTYX achieves a -1.31% return, which is significantly lower than XLK's -0.52% return. Both investments have delivered pretty close results over the past 10 years, with PGTYX having a 19.52% annualized return and XLK not far ahead at 19.65%.

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PGTYX has a 0.62% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Global Technology Fund (PGTYX) and Technology Select Sector SPDR Fund (XLK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PGTYX Sharpe Ratio is 0.29, which is comparable to the XLK Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of PGTYX and XLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PGTYX's dividend yield for the trailing twelve months is around 6.49%, more than XLK's 0.68% yield.

The maximum PGTYX drawdown since its inception was -42.09%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for PGTYX and XLK.

Putnam Global Technology Fund (PGTYX) has a higher volatility of 6.97% compared to Technology Select Sector SPDR Fund (XLK) at 6.47%. This indicates that PGTYX's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.